Latest Institutional Transactions on Brookfield Asset Management Inc. (BAM)
This table provides information on the latest institutional transactions involving Brookfield Asset Management Inc. (BAM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.68KClosed |
$16.7K - $86.4K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-2.21K- 1.59% |
$22K - $114K
|
137K
$7.43M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.1K+ 12.31% |
$171K - $881K
|
156K
$8.49M
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-1.51K- 7.18% |
$15.1K - $77.9K
|
19.6K
$1.07M
|
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
400K+ 31.77% |
$3.99M - $20.6M
|
1.66M
$90.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-10.3K- 32.83% |
$103K - $531K
|
21.1K
$1.15M
|
|
|
Nov 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-633K- 35.57% |
$6.31M - $32.6M
|
1.15M
$62.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-91- 45.5% |
$907 - $4.69K
|
109
$5.93K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.39K- 4.7% |
$13.8K - $71.5K
|
28.1K
$1.53M
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
3.93K+ 0.85% |
$39.2K - $203K
|
468K
$25.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-27.8K- 2.64% |
$277K - $1.43M
|
1.02M
$55.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
259+ 3.22% |
$2.58K - $13.3K
|
8.31K
$452K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.29K- 50.25% |
$72.6K - $375K
|
7.21K
$393K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-65- 0.32% |
$648 - $3.35K
|
20.2K
$1.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.24K+ 7.83% |
$22.3K - $115K
|
30.9K
$1.68M
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
250+ 0.45% |
$2.49K - $12.9K
|
55.6K
$3.03M
|
|
|
Nov 01, 2022
Q3 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-450- 0.73% |
$4.49K - $23.2K
|
61.1K
$3.32M
|
|
|
Nov 01, 2022
Q3 2022
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
60.8K+ 12.59% |
$607K - $3.13M
|
544K
$29.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-26.4K- 3.83% |
$263K - $1.36M
|
662K
$36M
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-292- 0.34% |
$2.91K - $15K
|
84.6K
$4.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
939+ 7.0% |
$9.36K - $48.4K
|
14.4K
$781K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
161+ 0.15% |
$1.61K - $8.29K
|
106K
$5.78M
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5.14KNew |
$51.2K - $265K
|
5.14K
$280K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
4.45K+ 12.93% |
$44.4K - $229K
|
38.9K
$2.12M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.61K- 0.36% |
$16K - $82.8K
|
450K
$24.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.35K+ 1.12% |
$13.5K - $69.6K
|
122K
$6.64M
|
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
15.9KNew |
$159K - $819K
|
15.9K
$866K
|
|
|
Oct 28, 2022
Q3 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
9+ 0.0% |
$89.7 - $464
|
719K
$39.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
25.2K+ 140.35% |
$251K - $1.3M
|
43.2K
$2.35M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-25- 4.9% |
$249 - $1.29K
|
485
$26.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-5.82K- 1.86% |
$58K - $300K
|
307K
$16.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.76K+ 3.94% |
$27.5K - $142K
|
72.7K
$3.95M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1.46K+ 106.34% |
$14.5K - $75.2K
|
2.83K
$154K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-5.37K- 2.71% |
$53.5K - $277K
|
193K
$10.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
222+ 1.04% |
$2.21K - $11.4K
|
21.6K
$1.18M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3.98K+ 7.32% |
$39.7K - $205K
|
58.3K
$3.18M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-6.83K- 20.03% |
$68.1K - $352K
|
27.3K
$1.48M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.97K- 4.47% |
$19.7K - $102K
|
42.2K
$2.29M
|
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
11.6KNew |
$116K - $598K
|
11.6K
$632K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-487- 71.62% |
$4.86K - $25.1K
|
193
$10.5K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
76New |
$758 - $3.92K
|
76
$4.14K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
15New |
$150 - $773
|
15
$816
|
|
|
Oct 26, 2022
Q3 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-730- 0.87% |
$7.28K - $37.6K
|
83.1K
$4.52M
|
|
|
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
120KNew |
$1.2M - $6.2M
|
120K
$6.55M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.01K- 2.05% |
$40K - $207K
|
192K
$10.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-18K- 18.84% |
$179K - $926K
|
77.4K
$4.21M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-6.11K- 4.73% |
$60.9K - $315K
|
123K
$6.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Kirr Marbach & CO LLC
|
BUY
|
- |
3.56K+ 2.84% |
$35.5K - $183K
|
129K
$7.02M
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
781+ 5.7% |
$7.79K - $40.2K
|
14.5K
$788K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.97K- 16.78% |
$29.6K - $153K
|
14.7K
$801K
|